fbpx

FINANCIAL PLANNING | INVESTMENT MANAGEMENT | TAX OPTIMIZATION | TAX PREPARATION

TRUST. AT BOGART WEALTH
THERE IS NO QUESTION.

When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Customized
Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

Services Infographic | Bogart Wealth

We Believe the answer is Bogart wealth

Group 3 | Bogart Wealth

Are their recommendations based purely on what’s best for you?

Group 31 | Bogart Wealth

Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

Group 32 | Bogart Wealth

Do giant financial firms really serve your interests?

Group 33 | Bogart Wealth

Ever question the loyalty of your advisors?

Group 34 | Bogart Wealth

Are their recommendations based purely on what’s best for you?

Schedule a WealthCoaching Session

WHY RIA?

Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 

WHY BOGART

Are Your Dreams Unique?

Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.

LATEST INSIGHTS

Take a look at the latest insights straight from our resource center. 

Layer 4 | Bogart Wealth
Education Planning

The ABCs of Finance: Teaching Kids About Money

It’s never too soon to start teaching kids about money. You can teach some simple lessons today that will give them a solid foundation for making a lifetime of sound financial decisions

Read More →
senior couple 2 | Bogart Wealth
Retirement Planning

ExxonMobil Discount Rates: Your Pension Benefit Commencement Date (BCD)

One major decision for ExxonMobil households is whether to take their pension lump sum or pension annuity and determining their pension benefits commencement date.

Read More →
finance planning office work smartphone phone calculate teamwork office computer technology people t20 WQzjPg 1 | Bogart Wealth
Investment Management

Portfolio Performance: Choose Your Benchmarks Wisely

These indexes are useful tools for tracking stock market trends; however, some investors mistakenly think of them as benchmarks for the performance of their own portfolios

Read More →
Identity Theft Fingerprint Keyboard v2 2 e1567001706684 | Bogart Wealth
Planning

Debit or Credit Card?

A debit card acts like a plastic check and draws directly from your checking account, whereas a credit card transaction is a loan that remains interest-free only if you pay your monthly bill

Read More →

Are you looking for independent advice?

Is Bogart right for me?

By submitting this form, you are consenting to receive emails from: Bogart Wealth, 2010 Corporate Ridge, Suite 580, McLean, VA, 22102, US, http://www.bogartwealth.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact.

You are now leaving the Bogart Wealth, LLC / Bogart Wealth™ (“Bogart”), website and entering a third party website that we do not control.

Bogart is not responsible for third party websites hyper linked our website, and does not guarantee or necessarily endorse any content, recommendations, products or services offered on third party sites.

In addition, third party websites may have different privacy and security policies than Bogart. Therefore, you should review the applicable privacy and security policies of any third party website before you provide any information.